Fortis Advisors’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Fortis Advisors’s Portfolio SPDN Stock Details SPDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02M	Buy	102,300 +521	+0.5%	+$4.96K	0.51%	37
2025 Q4	$960K	Buy	101,779 +809	+0.8%	+$7.72K	0.52%	36
2025 Q3	$970K	Buy	+100,970	New	+$1.01M	0.55%	38
2020 Q3	–	Sell	-49,380	Closed	-$1.13M	–	180
2020 Q2	$1.13M	Sell	49,380 -98,670	-67%	-$2.42M	1.12%	24
2020 Q1	$4.17M	Buy	+148,050	New	+$3.81M	2.8%	9

Other funds holding SPDN

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Fortis Advisors's SPDN Position: Q1 2026 in Review

Fortis Advisors increased its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 0.51% in Q1 2026, buying an estimated $4.96K and bringing the position to 102,300 shares worth $1.02M. The position accounts for 0.51% of the portfolio, ranked #37.

Fortis Advisors first reported a position in SPDN in Q1 2020 and has held it in 5 quarters since. The position peaked at $4.17M in Q1 2020. 52 funds tracked by Wall St. Rank hold SPDN as of Q1 2026.

Fortis Advisors held 102,300 shares of Direxion Daily S&P 500 Bear 1X ETF worth $1.02M as of Q1 2026.
Fortis Advisors bought 521 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2026, an estimated $4.96K.
Direxion Daily S&P 500 Bear 1X ETF made up 0.51% of Fortis Advisors's portfolio in Q1 2026, its #37 holding.
Fortis Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2020 and has held it in 5 quarters since.
Fortis Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $4.17M in Q1 2020.
52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.